EFFECTIVE JANUARY 1, 2022
This Internet Privacy Policy applies to www.hesperianwealth.com (our website), owned and operated by Hesperian Wealth LLC. Hesperian Wealth LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. HW will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
Hesperian Wealth LLC has adopted a general Privacy Policy and the information we gather through our website is governed by that same policy. Through this Internet Privacy Policy, we want website visitors to understand what information we collect specifically through our website, how we use it, and how we protect it. By visiting our website, you agree to be bound by the terms of this Internet Privacy Policy, agree that any dispute over privacy will be governed by this policy, and agree to our collection and disclosure of your personal information in accordance with it. If you do not agree, please do not use or access our website.
Why We Collect Your Information
We gather information about you so that we can:
- Improve our website’s design and operation;
- Determine whether we are a good fit to serve you;
- Tailor our offer of services to your individual needs; and
- Comply with the Federal and State laws and regulations that govern us.
What Information We Collect & Maintain
Generally, you can explore our website without disclosing any “nonpublic personal information”. However, we automatically track certain information that your browser makes available whenever you visit a website. We use this information to analyze website visitors and their behavior with the goal of better understanding, serving, and protecting our clients and prospective clients or improving our services and website.
We may collect the following types of nonpublic personal information about you through our website:
- Information from forms and links such as your name, address, and financial information.
- Information that we generate to service your financial needs.
- Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Hesperian Wealth LLC. Third-party service providers may need to collect the information directly from you, in which case you will be notified of the third party’s involvement, and you may then decide whether to disclose information to them. We may link to these third parties through our website for the convenience of clients and prospective clients.
Hesperian Wealth LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient
We require any third party or independent contractor not affiliated with Hesperian Wealth LLC to keep confidential the nonpublic personal information we disclose to them or that they collect from clients.
Control of Your Personal Information
You can review and change any information you submit to us by contacting us.
How We Protect Your Personal Information
Privacy is important to Hesperian Wealth LLC. We maintain physical, electronic, and procedural safeguards that comply with industry standards to protect your confidential personal information. We also restrict access to nonpublic personal information about our clients and prospective clients to any employees and service providers who need to know that information to carry out their business functions. We provide training annually to any employees about safeguarding client information and preventing unauthorized access, disclosure, or use. We require that any employee acknowledge their acceptance and understanding of our general Privacy Policy in writing at least annually.
To prevent phishing attacks, clients and prospective clients should know we will never request sensitive nonpublic personal information by unsolicited email or phone call. Clients and prospective clients should refrain from sending us any nonpublic personal information by email unless it is encrypted or password-protected. We employ secure file-sharing services provided by trusted third parties for the purpose of collecting the most sensitive nonpublic personal information we need to service our clients. For more information about our security procedures, please contact us.
Despite the security measures we have in place, we cannot guarantee that they will be successful in preventing loss, theft, or unauthorized access of the information we collect. In the event of a security breach involving your personal information, we will make any legally required disclosures to you as soon as possible and take any measures necessary to determine the scope of the breach, prevent further loss or unauthorized access, and restore the security of our data systems.
We also cannot ensure that all your private communications and other personal information will never be disclosed in ways not described in, or contrary to, the terms of this Privacy Policy. For example, we may be forced to disclose personal information to third parties in some cases, third parties may illegally intercept or access data transmissions or private communications, or service providers may without our knowledge fail to maintain the confidentiality of the personal information they receive from us or collect from you. Therefore, we do not promise that your personal information or communications will always remain private.